Tariff Hike

Family offices in risk-on mode; bet on AI, private credit: Goldman Sachs

In the next 12 months, 34 per cent of respondents, Goldman Sachs said, intend to reduce their cash balances with many planning to invest in 'risk assets'

Proposed GST rejig saved the day for Indian stock markets, says Chris Wood

Wood has removed the investment in Aditya Birla Real Estate in his India long-only equity portfolio and replaced it with an investment in Mahindra & Mahindra (M&M)

Rupee sees highest single-day gain in over six weeks on tariff relief

The Rupee saw its highest single-day gain in over six weeks, rising 0.45%, on hopes of a possible easing of US tariffs and a sovereign credit rating upgrade

Jio's data tariff move strong signal for Bharti Airtel, Vodafone Idea

Jio's increase in entry-level data tariffs could push its FY26 revenue up by 4-5%. This move is expected to trigger similar tariff hikes by Airtel and Vodafone Idea, benefitting the entire sector.

Express exports to US show 'small dips' after tariff, says EICI CEO

EICI CEO Vijay Kumar discusses the impact of the 25% tariff on Indian express exports to the US, noting small dips

Trump tariffs to hit exports; 7% upside in Nifty till Dec '25: Satish Menon

Markets are currently concerned about weak Q1 earnings and a faltering trade deal discussion between the US and India, Menon said, which may severely impact domestic exports

Goldman Sachs, Bernstein, Nomura: Brokerages decode Trump India tariffs

Export-oriented stocks, analysts said, can underperform in the near-term. Investor sentiment till trade talks turn positive from here is expected to remain cautious, they suggest

Donald Trump's tariff deals: End of the beginning in global standoff

Many experts thought that Mr Trump's aim was to lock China out of the global trade chains by striking major deals with big, long-term trading partners and allies. They were wrong

Coca-Cola reports double-digit volume growth in India, helped by Thums Up

Coca-Cola reported better-than-expected earnings in the first quarter and said the impact of tariffs on its business are likely to be manageable. Revenue fell 2 per cent to USD 11.1 billion in the January-March period, the company said on Tuesday. That was in line with Wall Street's expectations, according to analysts polled by FactSet. Net income rose 5 per cent to USD 3.3 billion for the quarter. Adjusted for one-time items, the Atlanta company earned 73 cents per share. That beat expectations of 72 cents. Shares rose 1.5 peer cent before the opening bell Tuesday.

Where to invest as markets overcome tariff fears? Analysts weigh in

From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts

Tariffs a catalyst for world trade to unite against the US: Ambareesh Baliga

The silver lining amid all this is the fact that the reciprocal tariffs on India are lower than the other economies like China at 34 per cent and Vietnam at 46 per cent, Baliga said

Markets on brink of worst disruption since 2008 financial crisis: Analysts

The uncertainty unleashed by Trump tariffs, analysts believe, is reigning supreme now, which is weighing on the markets. The ongoing chaotic scenario, new news and developments can trigger volatility.

US president-elect Trump's initial volley of tariffs may fly by India

He pledges higher levy on goods from Canada, Mexico, China

Expect subscriber losses to reverse soon, says Vi CEO Akshaya Moondra

Vi CEO says talks are on with lenders, who remain in wait-and-watch mode

Jio, Airtel, Vi see customer loss post tariff hike, BSNL July's only gainer

The impact of mobile phone service tariff hike was evident in July with Reliance Jio, Bharti Airtel, Vodafone Idea reporting loss of customer base, which resulted in an overall decline in telecom subscribers in the country. Reliance Jio, Bharti Airtel and Vodafone Idea increased their mobile service plan rates in the range of 10-27 per cent in the first week of July. Airtel and Vodafone Idea have more than doubled their entry-level mobile rates in the last 2-3 years to Rs 199 that comes with 28 days validity. State-run BSNL was the only player that added new subscribers and led the market in terms of new net customer addition, according to a monthly subscribers report released by the Telecom Regulatory Authority of India on Friday. According to the report, BSNL added over 2.94 million mobile subscribers in July. Bharti Airtel lost 1.69 million mobile subscribers which was highest among its peers. Vodafone Idea and Reliance Jio lost 1.41 million and 758 thousands mobile subscribers

Chinese officials warn US business delegation of higher tariffs risks

Chinese officials warned a delegation of top US executives visiting Beijing this week that higher tariffs on imports from China will harm their businesses inside the country. The delegation of influential business people belonging to the US China Business Council, including the CEOs of FedEx and Micron, followed a top-level meeting last week where ruling Communist Party leaders endorsed a blueprint for policies that included numerous pledges to improve the business environment for foreign investors. But they also vowed greater vigilance in protecting state secrets, a potential minefield for foreign businesses that face intense scrutiny of their China operations by authorities. Both the US and China have cited national security concerns in imposing restrictions on trade and investment, and American businesses have at times been caught in the middle. Beijing has objected strenuously to Washington's moves to hike tariffs on Chinese-made products and limit Chinese access to advanced ...

S Korea's LGES in talks with Chinese firms to make low-cost EV batteries

LGES' potential partnerships come as the global EV industry is grappling with a sharp slowdown in demand, and underscore growing pressure non-Chinese battery firms

Data stickiness likely to see users absorb mobile tariff hike: Analysts

Industry ARPU may rise 15% to Rs 220 in FY25

Nomura raises Bharti Airtel target price post tariff hike, sees 14% upside

In the post-paid segment, tariff adjustments range from 10-20 per cent, with popular plans seeing increases of 10-13 per cent

Jio rings in up to 25% tariff hike; Airtel, Vodafone Idea may follow suit

Jio's competitors have been clamouring for tariff hikes for months now, and are expected to soon announce hikes of their own